WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 221.57

-0.2%

3:59 PM EST

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To: Mats Ericsson who wrote (4594)	1/30/1999 2:33:00 AM
From: Bill Zeman	Read Replies (2) of 60323

Mats That's good advice, (Throw good money only after good money. Not good money after something..). Don't worry, I am still holding a lot of cash, although I have a decent position in IDTC, along with some March 22.5 calls. I have been watching IDTC for a couple of years. I have done a lot of DD. I am sure IDTC is a much better buy now than CYCH was a year ago at 38. Was CYCH at a price to book of 1.5? Did it have a strong core business, besides the internet hype stuff? Frankly IDTC is such a table pounding BUY right now that the only thing that keeps me from slamming all my recent SNDK proceeds into it is my principle of diversification. I don't wanna be too heavy in ANY THING! Nonetheless, thanx for your advice and your concern. It is always good to be tempered by others. Besides the extremely informative nature of this thread, I have for a long time enjoyed, (albeit mostly as a lurker) the congeniality of the posters as well as the sense of genuine care and concern I see here. Regards Bill Z (28 7/8)

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